Savings and investment
Helping your money work harder
Investing to secure your financial future
Each of us has our own very personal reasons for setting money aside for the future and specific financial objectives and priorities. With interest rates at an all-time low, whether you are simply building a rainy-day fund or have much larger longer-term goals, it is important to ensure your money is working as hard for you as it possibly can. Whatever your goals, we will work with you to determine a bespoke and tailored strategy and guide you to the savings and investment choices that are right for you.
There is an enormous array of savings and investment products on the market and the choice can be daunting. Appointing a specialist adviser like Wallis Wealth can help to ensure that your money is held in an appropriate and diversified portfolio of high-quality products that are appropriate to your requirements and reflect our latest investment research and thinking. Tax is an important consideration and despite the UK’s notoriously complex tax system, the benefits of structuring your finances tax-efficiently can be very significant. We are highly experienced in tax planning and can help you to negotiate the complexities and ensure you are maximising all of the available allowances so you don’t pay any more tax than you need to.
At Wallis Wealth, we always start with you – understanding your objectives and goals, your investment timeframes, your risk profile and tolerance to loss and your knowledge and experience is fundamentally important in ensuring that we can plan and build a portfolio of savings and investments that is exactly right for you.
Our specialist savings and investment services
- Savings and investment review and recommendation
- Tax planning
- Tax-efficient investments
- Retirement planning
- Saving for children
- Trusts and designated accounts
We will always focus on what matters most to you – you might be saving for school or university fees, planning for weddings and grandchildren, hoping to fund the purchase of a second home or securing your long-term financial future. We use sophisticated cashflow modelling software to analyse and forecast your future finances and help you answer questions such as how much money you can afford to save each month without affecting your lifestyle, how much you need to save to meet your future goals and whether you are currently on track to achieve your objectives. If your goals change over time, we will work with you to ensure you have the right plans in place for your changing needs. Our commitment is to help you achieve your ambitions and dreams.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. For specific tax advice, please speak to an accountant or tax specialist.
Trusts are not regulated by the Financial Conduct Authority
To find out more about how we can help make your money work harder, call us today on +44 (0) 800 228 9928 to book a no-obligation consultation with our investment specialists.
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Mortgage arrangement
We are highly experienced in residential property mortgage transactions of all sizes and levels of complexity. We particularly specialise in arranging mortgages for purchases and re-mortgages relating to high-value properties for domestic and international clients, often with complex income structures.
Pensions and retirement planning
Saving for retirement is one of the most significant financial challenges most people face. Having an expert by your side to navigate the complexities, avoid the potential pitfalls and secure the outcome you deserve is an invaluable source of confidence and reassurance.
Inheritance tax & family wealth
Saving for retirement is one of the most significant financial challenges most people face. Having an expert by your side to navigate the complexities, avoid the potential pitfalls and secure the outcome you deserve is an invaluable source of confidence and reassurance.
How can we help?
To start our conversation, just give us brief details about your enquiry below or call today on
+44 (0) 800 228 9928.
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